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Truist Financial
TFC

Overview Fund Activity

1,539 hedge funds and large institutions have $39.5B invested in Truist Financial in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 623 increasing their positions, 589 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,539
Holders Change
-15
Holders Change %
-0.97%
% of All Funds
20.9%
Holding in Top 10
13
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-23.53%
% of All Funds
0.18%
New
118
Increased
623
Reduced
589
Closed
106
Calls
$605M
Puts
$379M
Net Calls
+$226M
Net Calls Change
+$150M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$578M
2
Victory Capital Management
Victory Capital Management
Texas
+$247M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$135M
4
Invesco
Invesco
Georgia
+$131M
5
Barclays
Barclays
United Kingdom
+$107M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$501M
2
BlackRock
BlackRock
New York
-$201M
3
Marshall Wace
Marshall Wace
United Kingdom
-$118M
4
ACL
Azora Capital LP
Florida
-$90.2M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$88.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
1476
Glen Eagle Advisors
New Jersey
$6.79K – – –
ACM
1477
Anfield Capital Management
California
$6.38K – – –
DSC
1478
Duncker Streett & Co
Missouri
$6.17K – – –
FGA
1479
Fortis Group Advisors
New Jersey
$6.17K – – –
HFS
1480
Hantz Financial Services
Michigan
$6K +$613 +14 +11%
MFA
1481
McClarren Financial Advisors
Pennsylvania
$6K +$2.17K +60 +57%
SIS
1482
Strategic Investment Solutions
Illinois
$5.79K +$82 +2 +1%
PSFG
1483
Park Square Financial Group
Georgia
$5.6K – – –
DF
1484
Dunhill Financial
United Kingdom
$5.52K -$3.46K -84 -39%
AA
1485
Ancora Advisors
Ohio
$5.31K – – –
CFS
1486
Compass Financial Services
Iowa
$5.14K +$5.14K +125 New
TWD
1487
True Wealth Design
Ohio
$5K -$45.5K -1,110 -90%
SIA
1488
Sit Investment Associates
Minnesota
$5K – – –
FFC
1489
First Financial Corp
Indiana
$4.94K – – –
HHGA
1490
Halbert Hargrove Global Advisors
California
$4.92K +$4.92K +120 New
RI
1491
Ridgewood Investments
New Jersey
$4.44K +$4.44K +108 New
CWM
1492
Crowley Wealth Management
Delaware
$4.36K – – –
FWM
1493
FSA Wealth Management
Massachusetts
$4.32K +$1.77K +43 +69%
BWM
1494
Bernard Wealth Management
Michigan
$4.2K +$4.2K +102 New
GWSG
1495
GPS Wealth Strategies Group
Colorado
$4.2K +$82 +2 +2%
PA
1496
Pineridge Advisors
Missouri
$4.12K – – –
DPW
1497
DiNuzzo Private Wealth
Pennsylvania
$4.12K +$1.28K +31 +45%
DWM
1498
Darwin Wealth Management
Florida
$4.08K – – –
NC
1499
North Capital
Utah
$4.07K +$4.07K +99 New
CMP
1500
Coston McIsaac & Partners
Maine
$4K – – –
58 59
60
61 62